Company lists · Data refreshed November 2026

Top 25 Robo-advisor developers worldwide

RevenueBase identified 6,824 company matches for robo-advisor developers worldwide as of November 2026 and tracks 126,403 professional contacts across them, including 43,433 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for robo-advisor developers worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for robo-advisor developers follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
6,824Companies
126,403Contacts tracked
43,433Verified emails
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The 25 largest robo-advisor developers worldwide

Ranked by team size
Top 25 of 6,824 company matches for robo-advisor developers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Nov 6, 20265,001-10,0005,361 contacts →

Exact match

“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchCopenhagen, DenmarkHQ recorded Nov 6, 20261,001-5,0003,643 contacts →

Exact match

“SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchNew York, United StatesHQ recorded Nov 6, 20261,001-5,0002,911 contacts →

Exact match

“Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0002,426 contacts →

Exact match

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBangalore, IndiaHQ recorded Nov 6, 2026501-1,0002,368 contacts →

Exact match

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchNew York, United StatesHQ recorded Nov 6, 20261,001-5,0002,336 contacts →

Exact match

“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchNew York, IL, United StatesHQ recorded Nov 6, 20261,001-5,0001,465 contacts →

Exact match

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, United StatesHQ recorded Nov 6, 20261,001-5,0001,450 contacts →

Exact match

“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Nov 6, 20265,001-10,0001,285 contacts →

Exact match

“Choice Equity Broking Private Limited: SEBI Reg No.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchRedwood City, CA, United StatesHQ recorded Nov 6, 2026201-5001,247 contacts →

Exact match

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchBurlington, United StatesHQ recorded Nov 6, 20261,001-5,0001,200 contacts →

Exact match

“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Nov 6, 2026501-1,0001,188 contacts →

Exact match

“Our mission is to enable everyone to build wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchOmaha, FL, United StatesHQ recorded Nov 6, 20261,001-5,0001,090 contacts →

Exact match

“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchConcord, CA, United StatesHQ recorded Nov 6, 20261,001-5,0001,075 contacts →

Exact match

“AssetMark, Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Nov 6, 2026501-1,0001,059 contacts →

Exact match

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchWest Hollywood, CA, United StatesHQ recorded Nov 6, 20261,001-5,0001,027 contacts →

Exact match

“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Nov 6, 2026501-1,000867 contacts →

Exact match

“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMilan, ItalyHQ recorded Nov 6, 2026201-500857 contacts →

Exact match

“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchChicago, United StatesHQ recorded Nov 6, 20261,001-5,000785 contacts →

Exact match

“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchNoida, IndiaHQ recorded Nov 6, 2026501-1,000706 contacts →

Exact match

“Established in 1994, Share India Securities Limited was incepted with the idea of steady growth today to continue multiplying in the future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,000690 contacts →

Exact match

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026501-1,000690 contacts →

Exact match

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026501-1,000671 contacts →

Exact match

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchBangalore, IndiaHQ recorded Nov 6, 20261,001-5,000666 contacts →

Exact match

“Founded in 2008, FundsIndia is a wealth management platform helping Indians build, manage, and grow their wealth through expert guidance, innovative technology, and a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchNeedham, MA, United StatesHQ recorded Nov 6, 2026501-1,000635 contacts →

Exact match

“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 6,824 robo-advisor developers worldwide

See the full list, filter by size, metro and specialty, and access 43,433 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Robo-advisor developers worldwide at a glance

As of Nov 6, 2026
34.4%Verified-email coverage
18.5Average contacts per company
1-10Median size (employees)
4.2%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
4,217
11-50
1,891
51-200
475
201-500
128
501-1,000
47
1,001-5,000
35
5,001-10,000
12
10001+
4

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for robo-advisor developers are linked below.
What qualifies
Company records worldwide whose business descriptions match “robo-advisor developers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 43,433 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Robo-advisor developers by location

55 lists · largest first

Every Robo-advisor developers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “robo-advisor developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo-advisor developers are there worldwide?

RevenueBase identified 6,824 company matches for robo-advisor developers worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

FNZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most robo-advisor developers?

The United States leads with 1,422 companies, followed by India (881) and the United Kingdom (412). Every robo-advisor developers list by country and city is linked on this page.

Which city has the most robo-advisor developers?

London leads with 290 company records, followed by New York (234) and Bangalore (156).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 43,433 professional contacts with verified work emails tracked across these 6,824 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.